Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,713 | $176,838-97.3% | $146,685-96.8% | $167,518-97.2% |
| Participation rate | 38.5% | 83.6%-45.2pp | 80.1%-41.6pp | 82.1%-43.6pp |
| Annual return | 12.32% | 24.04%-11.7pp | 22.75%-10.4pp | 478.71%-466.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $502 | $6,441-92.2% | $5,507-90.9% | $6,342-92.1% |
| Admin fee / account holder | $17 | $13,262-99.9% | $10,281-99.8% | $12,312-99.9% |